Focused Wealth Management’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-53
| Closed | -$13.6K | – | 233 |
|
|
2024
Q2 | $13.6K | Buy |
+53
| New | +$13.6K | ﹤0.01% | 178 |
|
|
2024
Q1 | – | Sell |
-53
| Closed | -$12.7K | – | 831 |
|
|
2023
Q4 | $12.7K | Buy |
53
+1
| +2% | +$240 | ﹤0.01% | 499 |
|
|
2023
Q3 | $13.1K | Sell |
52
-3
| -5% | -$759 | ﹤0.01% | 476 |
|
|
2023
Q2 | $13.6K | Buy |
55
+3
| +6% | +$740 | ﹤0.01% | 479 |
|
|
2023
Q1 | $11.7K | Hold |
52
| – | – | ﹤0.01% | 503 |
|
|
2022
Q4 | $12K | Hold |
52
| – | – | ﹤0.01% | 488 |
|
|
2022
Q3 | $12K | Buy |
52
+1
| +2% | +$231 | ﹤0.01% | 462 |
|
|
2022
Q2 | $12K | Hold |
51
| – | – | ﹤0.01% | 467 |
|
|
2022
Q1 | $12K | Hold |
51
| – | – | ﹤0.01% | 497 |
|
|
2021
Q4 | $13K | Hold |
51
| – | – | ﹤0.01% | 524 |
|
|
2021
Q3 | $11K | Hold |
51
| – | – | ﹤0.01% | 560 |
|
|
2021
Q2 | $12K | Hold |
51
| – | – | ﹤0.01% | 551 |
|
|
2021
Q1 | $12K | Buy |
51
+1
| +2% | +$235 | ﹤0.01% | 534 |
|
|
2020
Q4 | $11K | Hold |
50
| – | – | ﹤0.01% | 518 |
|
|
2020
Q3 | $10K | Buy |
+50
| New | +$10K | ﹤0.01% | 487 |
|
|
2020
Q2 | – | Sell |
-4
| Closed | -$1K | – | 775 |
|
|
2020
Q1 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 644 |
|
|
2019
Q2 | – | Sell |
-65
| Closed | -$11K | – | 759 |
|
|
2019
Q1 | $11K | Buy |
+65
| New | +$11K | ﹤0.01% | 445 |
|
|
2016
Q2 | – | Sell |
-49
| Closed | -$7K | – | 711 |
|
|
2016
Q1 | $7K | Buy |
+49
| New | +$7K | ﹤0.01% | 444 |
|